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iShares Morningstar US Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$3.41M -$101K -1,075 -3%
JSA
27
Jim Saulnier & Associates
Colorado
$3.37M -$38.8K -414 -1%
BCI
28
Brinker Capital Investments
Pennsylvania
$3.3M +$922K +9,849 +39%
IFG
29
Independent Financial Group
California
$3.15M +$9.37K +100 +0.3%
GRP
30
Global Retirement Partners
California
$3.04M +$310K +3,313 +11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.81M -$686K -7,330 -20%
MWM
32
Modern Wealth Management
Kansas
$2.72M -$58.6K -626 -2%
Financial Engines Advisors
33
Financial Engines Advisors
California
$2.67M -$270K -2,878 -9%
JWCA
34
J.W. Cole Advisors
Florida
$2.66M -$7.3K -78 -0.3%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.46M +$688K +7,348 +39%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$2.22M +$345K +3,683 +19%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.22M -$29.9K -319 -1%
EFA
38
Edge Financial Advisors
Illinois
$1.89M +$253K +2,706 +16%
Cerity Partners
39
Cerity Partners
New York
$1.75M -$105K -1,126 -6%
SOS
40
Silver Oak Securities
Tennessee
$1.69M -$3.46K -37 -0.2%
SMWM
41
Silvia McColl Wealth Management
California
$1.65M -$169K -1,800 -9%
AT
42
American Trust
Kentucky
$1.55M -$85.6K -914 -5%
PAG
43
Private Advisor Group
New Jersey
$1.53M -$11.3K -121 -0.7%
OIA
44
OneDigital Investment Advisors
Kansas
$1.48M +$4.78K +51 +0.3%
MCC
45
Money Concepts Capital
Florida
$1.48M -$131K -1,398 -8%
Mariner
46
Mariner
Kansas
$1.46M +$195K +2,077 +15%
MBI
47
May Barnhard Investments
Maryland
$1.46M -$94 -1 -0%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.44M -$336K -3,584 -19%
D
49
Dentgroup
Louisiana
$1.34M
WMA
50
Wealth Management Associates
New Jersey
$1.18M +$656 +7 +0.1%